HomeCompareRIDGX vs SPHD

RIDGX vs SPHD: Dividend Comparison 2026

RIDGX yields 10.03% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 RIDGX wins by $12.3K in total portfolio value
10 years
RIDGX
RIDGX
● Live price
10.03%
Share price
$26.69
Annual div
$2.68
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.8K
Annual income
$1,884.55
Full RIDGX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — RIDGX vs SPHD

📍 RIDGX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodRIDGXSPHD
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, RIDGX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
RIDGX pays
SPHD pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

RIDGX
Annual income on $10K today (after 15% tax)
$852.80/yr
After 10yr DRIP, annual income (after tax)
$1,601.87/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, RIDGX beats the other by $1,119.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of RIDGX + SPHD for your $10,000?

RIDGX: 50%SPHD: 50%
100% SPHD50/50100% RIDGX
Portfolio after 10yr
$32.7K
Annual income
$1,225.96/yr
Blended yield
3.75%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RIDGX buys
0
SPHD buys
0
No recent congressional trades found for RIDGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRIDGXSPHD
Forward yield10.03%4.30%
Annual dividend / share$2.68$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.8K$26.5K
Annual income after 10y$1,884.55$567.37
Total dividends collected$14.4K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: RIDGX vs SPHD ($10,000, DRIP)

YearRIDGX PortfolioRIDGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,703$1,003.30$11,130$430.50+$573.00RIDGX
2$13,620$1,097.37$12,357$447.82+$1.3KRIDGX
3$15,767$1,193.54$13,687$464.65+$2.1KRIDGX
4$18,162$1,291.29$15,126$480.98+$3.0KRIDGX
5$20,823$1,390.12$16,682$496.78+$4.1KRIDGX
6$23,770$1,489.56$18,362$512.03+$5.4KRIDGX
7$27,024$1,589.15$20,174$526.72+$6.8KRIDGX
8$30,604$1,688.44$22,127$540.84+$8.5KRIDGX
9$34,533$1,787.03$24,230$554.39+$10.3KRIDGX
10$38,835$1,884.55$26,493$567.37+$12.3KRIDGX

RIDGX vs SPHD: Complete Analysis 2026

RIDGXStock

Normally the fund invests primarily in income-producing securities. These include equity securities, such as dividend-paying common stocks, and debt securities, such as interest-paying bonds. Generally at least 60% of the fund's assets will be invested in common stocks and other equity-type securities. The fund may also invest up to 30% of its assets in common stocks and other equity-type securities of issuers domiciled outside the United States, including issuers in developing countries.

Full RIDGX Calculator →

SPHDETF

The Invesco S&P 500 High Dividend Low Volatility ETF (Fund) is based on the S&P 500 Low Volatility High Dividend Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. Standard & Poor's compiles, maintains and calculates the Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and July.

Full SPHD Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.